We are thrilled to bring you the latest update for our Connectly Mobile App!
What’s New
Documents and Contracts: Craft and distribute documents and contracts via the mobile app utilizing your pre-defined templates!
Tipping on POS and Invoice: Accept gratuities whilst registering payment for an invoice or a POS transaction for any form of payment used.
What’s Improved
Hide unsupported message channels.
Effortlessly view discussions from notifications.
Transmit messages even if the video thumbnail generation encounters an error.
Prerequisite
To get started with utilizing documents and contracts on mobile, ensure that you preserve templates on the Connectly web platform, as its mobile counterpart does not currently enable for the creation of a document from scratch.
Documents and Contracts – How It Works
1. Launch the mobile app with your selection of subaccount selected.
2. Proceed to the left-side navigation bar and select Documents and Contracts.
3. You’ll see all your drafted and sent documents under the “All documents” section. Alternatively, you can switch to the “Templates” tab to access all your saved document templates.
4. Click on the floating “+” icon on the right bottom of the screen to craft a new contact.
5. Include the contact(s) required for this document.
6. Choose the appropriate document template to be distributed.
7. Supplement items from the product catalogue. This step is optional and can be omitted if generating a quotation or estimate is unnecessary.
8. Review your document specifics. Once everything is checked, you can circulate the document via email or by generating a unique link.
Why it Matters
This update finally permits users to construct and disseminate documents and contracts on the go directly from their mobile app!